Institutional Ownership Morgan Stanley (MS)
This table provides information about the institutional ownership of Morgan Stanley (MS). We have compiled data on the 2,403 institutions that hold shares in the stock, with a total of 1.33 Billion shares, which have been reported (via 13F filing form) to have a value of $188 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Hilltop Holdings Inc.
Dallas, TX |
May 15, 2025 Q1 2025 |
50,771
shares
|
$7.19 Million
0.39% of portfolio
|
Q1 2025
Added 20.06%
|
|
|
Trifecta Capital Advisors, LLC
Northbrook, IL |
Apr 21, 2025 Q1 2025 |
50,272
shares
|
$7.12 Million
1.23% of portfolio
|
Q1 2025
Reduced 1.64%
|
|
|
Nat West Group PLC
|
May 14, 2025 Q1 2025 |
50,235
shares
|
$7.11 Million
1.73% of portfolio
|
Q1 2025
Reduced 21.57%
|
|
|
E. Ohman J:Or Asset Management Ab
Stockholm, V7 |
Jul 08, 2025 Q2 2025 |
50,168
shares
|
$7.1 Million
0.18% of portfolio
|
Q2 2025
Reduced 6.13%
|
|
|
Xcel Wealth Management, LLC
|
Apr 28, 2025 Q1 2025 |
49,975
shares
|
$7.07 Million
1.86% of portfolio
|
Q1 2025
Reduced 5.72%
|
|
|
Lombard Odier Asset Management (Switzerland) Sa
Petit Lancy, V8 |
May 15, 2025 Q1 2025 |
49,897
shares
|
$7.06 Million
0.36% of portfolio
|
Q1 2025
Added 17.65%
|
|
|
Capital International Sarl
Los Angeles, CA |
May 12, 2025 Q1 2025 |
49,687
shares
|
$7.03 Million
0.14% of portfolio
|
Q1 2025
Added 11.37%
|
|
|
Elk River Wealth Management, LLC
|
Jul 11, 2025 Q2 2025 |
49,662
shares
|
$7.03 Million
1.23% of portfolio
|
Q2 2025
Reduced 1.08%
|
|
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
May 12, 2025 Q1 2025 |
49,290
shares
|
$6.98 Million
0.21% of portfolio
|
Q1 2025
Added 9.45%
|
|
|
Consolidated Investment Group LLC
|
Apr 22, 2025 Q1 2025 |
49,215
shares
|
$6.97 Million
0.89% of portfolio
|
Q1 2025
Reduced 4.62%
|
|
|
Jupiter Wealth Management LLC
Glendale, CO |
May 20, 2025 Q1 2025 |
49,018
shares
|
$6.94 Million
3.74% of portfolio
|
Q1 2025
Added 6.73%
|
|
|
Geneos Wealth Management Inc.
|
May 21, 2025 Q1 2025 |
48,847
shares
|
$6.91 Million
0.2% of portfolio
|
Q1 2025
Reduced 36.48%
|
|
|
Caprock Group, Inc.
|
May 15, 2025 Q1 2025 |
48,781
shares
|
$6.9 Million
0.18% of portfolio
|
Q1 2025
Added 1.79%
|
|
|
Bi Asset Management Fondsmaeglerselskab A
Kobenhavn, G7 |
May 14, 2025 Q1 2025 |
48,685
shares
|
$6.89 Million
0.06% of portfolio
|
Q1 2025
Reduced 6.15%
|
|
|
Joel Isaacson & Co., LLC
|
Apr 24, 2025 Q1 2025 |
48,498
shares
|
$6.86 Million
0.26% of portfolio
|
Q1 2025
Added 0.97%
|
|
|
Glenview Trust CO
Louisville, KY |
May 20, 2025 Q1 2025 |
48,465
shares
|
$6.86 Million
0.11% of portfolio
|
Q1 2025
Added 1.41%
|
|
|
Virginia Retirement Systems Et Al
Richmond, VA |
Jan 02, 2024 Q3 2023 |
48,400
shares
|
$6.85 Million
0.04% of portfolio
|
Q3 2023
Reduced 42.45%
|
|
|
Fora Capital, LLC
Miami, FL |
May 14, 2025 Q1 2025 |
48,250
shares
|
$6.83 Million
0.62% of portfolio
|
Q1 2025
New holding
|
|
|
Investment Management Corp Of Ontario
Toronto, Z4 |
May 15, 2025 Q1 2025 |
48,242
shares
|
$6.83 Million
0.13% of portfolio
|
Q1 2025
New holding
|
|
|
Great Valley Advisor Group, Inc.
|
May 08, 2025 Q1 2025 |
48,149
shares
|
$6.82 Million
0.14% of portfolio
|
Q1 2025
Added 591.2%
|
|
|
Jefferies Financial Group Inc.
New York, NY |
May 08, 2025 Q1 2025 |
48,142
shares
|
$6.81 Million
0.05% of portfolio
|
Q1 2025
Reduced 66.78%
|
|
|
Summit Financial, LLC
Parsippany, NJ |
May 14, 2025 Q1 2025 |
47,764
shares
|
$6.76 Million
0.16% of portfolio
|
Q1 2025
Reduced 2.65%
|
|
|
Choreo, LLC
Minneapolis, MN |
May 06, 2025 Q1 2025 |
47,720
shares
|
$6.75 Million
0.09% of portfolio
|
Q1 2025
Added 8.2%
|
|
|
Hennessy Advisors Inc
Novato, CA |
Apr 16, 2025 Q1 2025 |
47,200
shares
|
$6.68 Million
0.19% of portfolio
|
Q1 2025
Reduced 28.48%
|
|
|
Pinnacle Wealth Management Advisory Group, LLC
|
May 07, 2025 Q1 2025 |
47,106
shares
|
$6.67 Million
0.52% of portfolio
|
Q1 2025
Added 4.16%
|